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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,727 | $90,509-80.4% | $78,693-77.5% | $273,968-93.5% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 6.83% | 75.61%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,251 | $3,175-60.6% | $2,850-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $1,691 | $3,901-56.7% | $3,517-51.9% | $5,287-68.0% |
| Admin fee / account holder | $75 | $5,264-98.6% | $4,511-98.3% | $10,132-99.3% |